BI Book Planning

by GreenstepMicrosoft 365Paid

Input, edit, and update financial planning data within Power BI reports.

Facts verified marketplace.microsoft.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYAnalytics
UPDATED ON MARKETPLACE
BI Book Planning — screenshot from the Microsoft Marketplace listing

What it does

Allows data to be entered, edited, and updated directly in Power BI. Supports financial planning with adjustable forecasts and budgets, collaborative figure updates in one report, and scenario modeling without changing the main dataset.

Key capabilities

from the Microsoft Marketplace listing

Direct data input

Users can enter data directly within Power BI.

Forecast editing

Forecast figures can be adjusted within reports.

Budget updates

Budget figures can be adjusted within reports.

Scenario modeling

What-if scenarios can be modeled without altering the main dataset.

How it compares

BI Book Planning, CONTROL, Acterys Smart XL, Xero Planning & Reporting by Acterys, and Aimplan Planning and Reporting Visual are all paid cloud listings. BI Book Planning was updated on Aug 2026, compared with CONTROL on Dec 2025, Acterys Smart XL on Jun 2026, Xero Planning & Reporting by Acterys on Apr 2025, and Aimplan Planning and Reporting Visual on May 2025.

NamePricingDeploymentUpdated
BI Book Planningthis pluginPaidCloud
CONTROLNot in catalog
Acterys Smart XLPaidCloud
Xero Planning & Reporting by ActerysPaidCloud
Aimplan Planning and Reporting VisualPaidCloud

In the catalog

657 plugins in Power BI · Analytics

Price distribution: 73 free, 108 freemium, 441 paid, 35 price not published

Pricing & deployment

Platform
Microsoft 365
Product
Power BI
Deployment
Cloud
Pricing
Paid

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What the vendor says

«The BI Book Planning visual enhances Power BI reporting by enabling users to input, edit, and update data directly within the platform. This feature allows for real-time financial planning, where forecasts and budgets can be adjusted instantly. It streamlines collaboration by allowing team members to update figures in …»

Official marketplace listing

Publisher
Greenstep
Updated on marketplace
Facts verified

Tags

planningbudgetingforecastingwritebackbook